Profil
Mr. Patrick N.
Sommerfield is a President & Chief Investment Officer at P.
J.
Schmidt Investment Management, Inc. He is also a Senior Portfolio Manager on the investment committee, he leads the investment process.
His primary responsibilities include screening and analyzing new investments, completing due diligence, evaluating risk, and guiding portfolio construction.
With 20 of his 22 years’ experience with the firm, Patrick has helped to shape and develop PJS Investment Management by maintaining client relationships and remaining current on markets, forecasts, and strategy.
Additionally, he serves as the firm’s Chief Compliance Officer and guides PJS’ Strategic Committee.
Mr. Sommerfield was previously employed as a Treasury Analyst by Firstar Corp.
He received his undergraduate degree from the University of Wisconsin.
Postes actifs de Patrick Nelson Sommerfield
| Sociétés | Poste | Début |
|---|---|---|
P. J. Schmidt Investment Management, Inc.
P. J. Schmidt Investment Management, Inc. Investment ManagersFinance PJS Investment Management helps their clients preserve and grow wealth using extensive market experience, cost-effective investment vehicles, and strategies. | Compliance Officer | 01/07/2000 |
Anciens postes connus de Patrick Nelson Sommerfield
| Sociétés | Poste | Fin |
|---|---|---|
Firstar Corp.
Firstar Corp. Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | 31/12/1998 |
Formation de Patrick Nelson Sommerfield
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Firstar Corp.
Firstar Corp. Regional BanksFinance Provides commercial banking services | Finance |
P. J. Schmidt Investment Management, Inc.
P. J. Schmidt Investment Management, Inc. Investment ManagersFinance PJS Investment Management helps their clients preserve and grow wealth using extensive market experience, cost-effective investment vehicles, and strategies. | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















